Search results in category Financial
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Found 20 records | Page 1 of 2
1. Kelly Jones Investment Services, Inc.
in Financial by Kelly Jones
(0 reviews)Full service financial planning and investment management for socially-concerned clients. Emphasize tactical asset allocation and active risk management to address on-going global challenges and opportunities.
phone: view phone(415)924-2148
fax: view fax(877)735-8623
website: http://www.kj-investment.com
e-mail: send an e-mail
2. Kathleen Talboom, Cambridge Investment Research
in Financial by Kathleen Talboom
(0 reviews)Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member, First Affirmative Financial Network.
phone: view phone(800)456-6625
fax: view fax(727)595-5162
e-mail: send an e-mail
3. Kathy Stearns, First Affirmative Financial Network / Arc Advisers
in Financial by Kathy Stearns
(0 reviews)Fee-only financial planning and sustainable investment management to individuals, couples, and families to help align financial lives with goals and values. Member, First Affirmative Financial Network, LLC.
phone: view phone(208)350-6557
website: http://www.arcadvisers.net
(0 reviews)Provides services and advice to individuals, small businesses, and nonprofits. Each client's unique goals and circumstances are used to develop and implement their financial plan.
phone: view phone(888)378-3886
fax: view fax(888)378-3281
website: http://www.coloradosustain...
e-mail: send an e-mail
5. Kay E. Kramer, CFP, KLB Financial
in Financial by Kay E. Kramer
(0 reviews)Financial planning services include SRI, insurance, and tax consultation to assist clients in reaching their financial objectives. Over 25 years working with socially responsible investments.
phone: view phone(952)885-9088
fax: view fax(952)887-2949
website: http://www.klbfinancial.com
e-mail: send an e-mail
6. Kimberly Kiel, Horizon Sustainable Financial Services
in Financial by Kimberly Kiel
(0 reviews)'Helping you to make financial decisions based on your values.' Providing fee-based planning, advisory services, and commission-based transactions. Member, First Affirmative Financial Network, LLC.
phone: view phone(505)982-9661
fax: view fax(425)799-6903
website: http://www.horizonsSFS.com
e-mail: send an e-mail
7. Katharine Cook, SVP, Sr. Portfolio Mgr., City National Bank
in Financial by Katharine Cook
(0 reviews)Help clients invest in companies with sustainable business practices, using both quantitative and qualitative investment techniques to ensure competitive performance. Member, First Affirmative Financial Network.
phone: view phone(310)888-6516
fax: view fax
website: http://www.cnb.com
e-mail: send an e-mail
8. Kathleen Leonard, VP, Invest., Institutional Consultant, UBS Financial Services, Inc.
in Financial by Kathleen Leonard
(0 reviews)Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their inv
phone: view phone800-367-3052
fax: view fax303-441-5370
e-mail: send an e-mail
9. Keel Asset Management LLC
in Financial by Mark Watson
Keel Asset Management LLC is an institutional investment advisory firm representing more than forty years of combined experience including developing and managing environmentally, governance and socially screened US equity portfolios.
phone: view phone(312) 253-7310
fax: view fax(508) 632-0262
e-mail: send an e-mail
Nonprofit organization registered with the Ministry of Finance & Economy in Korea. Mission is to encourage SRI in Korea.
phone: view phone82-2-738-1142
fax: view fax82-2-738-1143
website: www.kosif.org
e-mail: send an e-mail
